Scott V. Beechert Portfolio
Invests via Granby Capital Management LLC | Managed by Scott V. Beechert
Invests via Granby Capital Management LLC
Managed by Scott V. Beechert
Automatically Tracked
Scott V. Beechert Profile
With an extensive background in finance and entrepreneurship, Scott V. Beechert has significantly impacted the investment landscape as a growth-stage leader. His expertise spans various sectors, including technology and consumer services, where he has successfully identified opportunities for scaling businesses through strategic partnerships and operational improvements. Over the years, he has cultivated a robust network of relationships across industries that enables him to drive value creation within companies at pivotal moments in their evolution. Additionally, his experience extends into advisory roles that provide valuable insights into market dynamics and business development strategies.
With an extensive background in finance and entrepreneurship, Scott V. Beechert has significantly impacted the investment landscape as a growth-stage leader. His expertise spans various sectors, including technology and consumer services, where he has successfully identified opportunities for scaling businesses through strategic partnerships and operational improvements. Over the years, he has cultivated a robust network of relationships across industries that enables him to drive value creation within companies at pivotal moments in their evolution. Additionally, his experience extends into advisory roles that provide valuable insights into market dynamics and business development strategies.
Investment Philosophy & Strategy
Opportunity recognition is at the forefront of Scott V. Beechert's investment approach, where strategic vision meets operational insight. With a keen eye for identifying high-growth potential within the technology and consumer services sectors, he prioritizes scalable business models that benefit from robust market positioning. By leveraging his expansive professional network, he actively engages in fostering collaborations that enhance value creation and support sustainable growth trajectories. His decisions are informed by an acute understanding of competitive dynamics and industry shifts, enabling a proactive stance toward emerging trends.
Opportunity recognition is at the forefront of Scott V. Beechert's investment approach, where strategic vision meets operational insight. With a keen eye for identifying high-growth potential within the technology and consumer services sectors, he prioritizes scalable business models that benefit from robust market positioning. By leveraging his expansive professional network, he actively engages in fostering collaborations that enhance value creation and support sustainable growth trajectories. His decisions are informed by an acute understanding of competitive dynamics and industry shifts, enabling a proactive stance toward emerging trends.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.79%
Gain +1.31%
Monthly
0.83%
Yearly
10.45%
Drawdown
17.99%
$198.05M
Equity
Holdings
$198.05M
Investment
$141.97M
$80.04M
Profit +$2.03M
Realized
$23.96M
Unrealized
$56.08M
Dividends
$20.75M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$2.03M
Win %
89%
This Week
Compared To Last Week
Gain
1.22%
Profit
$2.39M
Win %
89%
This Month
Compared to last month
Gain
2.85%
Profit
$5.48M
Win %
89%
This Year
Compared to last year
Gain
3.34%
Profit
$6.4M
Win %
82%
AMLP Alerian MLP ETF
+1.12%
+$122,000 
XLU Utilities Select Sector SPDR Fund
+0.59%
+$33,799.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$23,100 
FXI iShares China Large-Cap ETF
+0.13%
+$3,600 
NUV Nuveen Municipal Value Fund, Inc.
+0.11%
+$7,361.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$3,200 
IHRT IheartMedia Inc.
-1.67%
-$5,000 
AMZN Amazon.com Inc
-0.93%
-$24,700 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$76,589.45 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$19,000 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$141,410.89 
IVV iShares Core S&P 500 ETF
-0.18%
-$18,589.9 
EFA iShares MSCI EAFE ETF
-0.05%
-$5,000 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$13,650 Events
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Dividends
Dividend Analysis
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| Trades 276 | Longs Won 151/276 54% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $665,116.3 | Best Trade (Aug 15) $12.53M | Sharpe Ratio -53.25 |
| Average Loss -$163,134.58 | Worst Trade (Sep 30) -$1.35M | Z-Score -1.13 (74.16%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $290,002.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,214 | 1,092 | 971 | 850 | 728 | 607 | 485 | 364 | 243 | 121 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMLP Alerian MLP ETF | 200,000 | $9.4M | $10.99M | - | $1.59M | 16.89% | +1.122% |
| AMZN Amazon.com Inc | 10,000 | $2.38M | $2.63M | - | $243,200 | 10.2% | -0.932% |
| COWZ Pacer US Cash Cows 100 ETF | 100,000 | $4.62M | $7.07M | - | $2.44M | 52.84% | -0.268% |
| EFA iShares MSCI EAFE ETF | 100,000 | $8.17M | $10.86M | - | $2.69M | 32.93% | -0.046% |
| FXI iShares China Large-Cap ETF | 80,000 | $2.51M | $2.79M | - | $278,950 | 11.1% | +0.129% |
| IHRT IheartMedia Inc. | 100,000 | $198,000 | $295,000 | - | $97,000 | 48.99% | -1.667% |
| IVV iShares Core S&P 500 ETF | 13,000 | $7.65M | $10.14M | - | $2.49M | 32.51% | -0.183% |
| NUV Nuveen Municipal Value Fund, Inc. | 736,112 | $6.41M | $6.67M | - | $263,491.71 | 4.11% | +0.11% |
| RSP Invesco S&P 500 Equal Weight ETF | 80,000 | $12.62M | $17.82M | - | $5.2M | 41.17% | +0.018% |
| SPY SPDR S&P 500 ETF Trust | 89,500 | $43.33M | $69.48M | - | $26.15M | 60.36% | -0.203% |
| TLT iShares 20+ Year Treasury Bond ETF | 138,000 | $13.19M | $11.32M | - | -$1.87M | -14.2% | -0.672% |
| VBR VANGUARD SMALL-CAP VALUE ETF | 35,000 | $5.79M | $8.81M | - | $3.02M | 52.15% | +0.263% |
| VEU Vanguard FTSE All-World ex-US ETF | 390,000 | $21.25M | $33.41M | - | $12.17M | 57.26% | -0.041% |
| XLU Utilities Select Sector SPDR Fund | 130,000 | $4.43M | $5.76M | - | $1.33M | 30.03% | +0.59% |
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FAQ
Which stocks have generated the highest profits for Scott V. Beechert?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $7.02M, MPLX LP - $4.6M, iShares Core S&P 500 ETF - $4.55M, California Resources Corp - $4.42M, and Energy Transfer L.P - $4.15M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Ally Financial Inc - $1.23M, Vanguard Long-Term Bond ETF - $715,325, Hyster-Yale Materials Handling, Inc - $532,855.4, Fiserv, Inc - $454,800, and Algoma Steel Group Inc - $431,500. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott V. Beechert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.75M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.73M, Vanguard FTSE All-World ex-US ETF - $2.66M, MPLX LP - $1.88M, iShares 20+ Year Treasury Bond ETF - $1.74M, and Energy Transfer L.P - $1.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott V. Beechert's monthly returns?
Scott V. Beechert's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott V. Beechert's strategy be considered aggressive or moderate?
Scott V. Beechert's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Scott V. Beechert's strategy?
Scott V. Beechert's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
